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First Trust Indxx Glbl Natrl Res Inc ETF FTRI

Morningstar Medalist Rating
Medalist Rating as of | See First Trust Investment Hub

Morningstar’s Analysis FTRI

Will FTRI outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FTRI’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FTRI management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of FTRI’s parent organization’s priorities and whether they’re in line with investors’ interests.

A lowering of its Process Pillar rating is the primary driver of First Trust Indxx Glbl Natrl Res Inc ETF's downgrade to a Morningstar Medalist Rating of Negative from Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FTRI

More FTRI Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 58.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Canadian Natural Resources Ltd

9.55 15.7 Mil
Energy

Freeport-McMoRan Inc

8.89 14.6 Mil
Basic Materials

Agnico Eagle Mines Ltd

8.42 13.8 Mil
Basic Materials

American Water Works Co Inc

6.32 10.4 Mil
Utilities

Nutrien Ltd

5.82 9.6 Mil
Basic Materials

Weyerhaeuser Co

4.66 7.6 Mil
Real Estate

Ecopetrol SA ADR

4.01 6.6 Mil
Energy

Bunge Global SA

3.79 6.2 Mil
Consumer Defensive

Pentair PLC

3.41 5.6 Mil
Industrials

Coal India Ltd

3.21 5.3 Mil
Energy